Independent-Solutions-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SMCI",
  "ARM",
  "MU",
  "ZS",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "SCHH",
  "T",
  "AVGO",
  "APP",
  "CP.TO",
  null,
  "CCI",
  "CMI",
  "NWBI",
  null,
  null,
  "IBKR",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  "SYBT",
  "SCCO",
  "LAMR",
  "BKNG",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "LHX",
  "LRCX",
  null,
  "EGHT",
  "MPC",
  "MRVL",
  "MA",
  "MSFT",
  "MDLZ",
  "MUFG",
  "BX",
  "IJR",
  "ANET",
  "IRT",
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "IEFA",
  "RY",
  null,
  "SHOP",
  "SRE",
  "SNA",
  "RTX",
  "GLD",
  "IBM",
  "TXN",
  "TMO",
  "TSN",
  "NEM",
  null,
  "TTE",
  "MOD",
  "NFG",
  "F",
  "WM",
  "ENIC",
  "PJT",
  "RACE",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  null,
  "VUG",
  "VLO",
  "VEA",
  null,
  "VXUS",
  "VB",
  "VTV",
  "V",
  "VIRT",
  "WMT",
  null,
  "GRMN",
  "MTB",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  null,
  "TTD",
  "PSX",
  "CRM",
  "MTUM",
  "MELI",
  null,
  "FDX",
  "BAC",
  "BRK-B",
  "BDX",
  "CASY",
  "CHE",
  "CVX",
  "CSCO",
  "NET",
  "KO",
  "CMC",
  "STZ",
  "CPRT",
  "COST",
  "GLW",
  "CRWD",
  "DELL",
  "DVN",
  "DDS",
  "DFS",
  "IJJ",
  "NKE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "ITOT",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 173
Total Value: 446724395
Accession Number: 0001085146-25-002266
Form Type: 13F-HR
CIK: independent-solutions-wealth-management
Manager Name: Independent-Solutions-Wealth-Management

Data Enrichment

84% identified

145 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

173 positions • $446.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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060505682

Shares:270

Value:$333.3K

% of Portfolio:0.1% ($333.3K/$446.7M)

CORNING INC /NY

GLW|219350105

Shares:7.2K

Value:$330.4K

% of Portfolio:0.1% ($330.4K/$446.7M)

GARMIN LTD

GRMN|H2906T109

Shares:1.5K

Value:$327.2K

% of Portfolio:0.1% ($327.2K/$446.7M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.4K

Value:$323.9K

% of Portfolio:0.1% ($323.9K/$446.7M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:9.4K

Value:$323.1K

% of Portfolio:0.1% ($323.1K/$446.7M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:649

Value:$322.9K

% of Portfolio:0.1% ($322.9K/$446.7M)

CHEMED CORP

CHE|16359R103

Shares:519

Value:$319.4K

% of Portfolio:0.1% ($319.4K/$446.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:566

Value:$316.6K

% of Portfolio:0.1% ($316.6K/$446.7M)

92206C409

Shares:3.9K

Value:$309.1K

% of Portfolio:0.1% ($309.1K/$446.7M)

921909768

VXUS|921909768

Shares:4.8K

Value:$298.8K

% of Portfolio:0.1% ($298.8K/$446.7M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.4K

Value:$297.6K

% of Portfolio:0.1% ($297.6K/$446.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.2K

Value:$294.5K

% of Portfolio:0.1% ($294.5K/$446.7M)

DILLARD'S, INC.

DDS|254067101

Shares:800

Value:$286.5K

% of Portfolio:0.1% ($286.5K/$446.7M)

INTEL CORP

INTC|458140100

Shares:12.2K

Value:$282.2K

% of Portfolio:0.1% ($282.2K/$446.7M)

TYSON FOODS, INC.

TSN|902494103

Shares:4.3K

Value:$276.0K

% of Portfolio:0.1% ($276.0K/$446.7M)

464288646

Shares:5.3K

Value:$275.6K

% of Portfolio:0.1% ($275.6K/$446.7M)

AT&T INC.

T|00206R102

Shares:9.7K

Value:$275.2K

% of Portfolio:0.1% ($275.2K/$446.7M)

Walt Disney Co

DIS|254687106

Shares:2.8K

Value:$274.7K

% of Portfolio:0.1% ($274.7K/$446.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:483

Value:$257.2K

% of Portfolio:0.1% ($257.2K/$446.7M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:2.9K

Value:$250.7K

% of Portfolio:0.1% ($250.7K/$446.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip060505682)✕	270	QoQ -15.62% (-50) YoY -37.20% (-160)	All Managers (Combined)	$333.3K	0.1% ($333.3K/$446.7M)	QoQ -14.56% (-$56.8K) YoY -35.06% (-$180.0K)
CORNING INC /NY(GLWcusip219350105)	7.2K	QoQ 0.00% (-0) YoY -16.71% (-1.4K)	All Managers (Combined)	$330.4K	0.1% ($330.4K/$446.7M)	QoQ -3.66% (-$12.6K) YoY +15.67% (-$44.8K)
GARMIN LTD(GRMNcusipH2906T109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$327.2K	0.1% ($327.2K/$446.7M)	QoQ NEW(+$327.2K) YoY NEW(+$327.2K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.4K	QoQ -8.12% (-125) YoY -35.61% (-782)	All Managers (Combined)	$323.9K	0.1% ($323.9K/$446.7M)	QoQ -7.23% (-$25.3K) YoY -40.39% (-$219.5K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	9.4K	QoQ +11.85% (+1.0K) YoY NEW(+9.4K)	All Managers (Combined)	$323.1K	0.1% ($323.1K/$446.7M)	QoQ +25.65% (+$66.0K) YoY NEW(+$323.1K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	649	QoQ -4.97% (-34) YoY -20.85% (-171)	All Managers (Combined)	$322.9K	0.1% ($322.9K/$446.7M)	QoQ -9.11% (-$32.4K) YoY -32.23% (-$153.7K)
CHEMED CORP(CHEcusip16359R103)	519	QoQ 0.00% (+0) YoY -9.89% (-57)	All Managers (Combined)	$319.4K	0.1% ($319.4K/$446.7M)	QoQ +16.14% (+$44.4K) YoY -13.63% (-$50.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	566	QoQ +12.30% (+62) YoY +30.71% (+133)	All Managers (Combined)	$316.6K	0.1% ($316.6K/$446.7M)	QoQ +7.18% (+$21.2K) YoY +39.79% (+$90.1K)
(cusip92206C409)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$309.1K	0.1% ($309.1K/$446.7M)	QoQ NEW(+$309.1K) YoY NEW(+$309.1K)
(VXUScusip921909768)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$298.8K	0.1% ($298.8K/$446.7M)	QoQ NEW(+$298.8K) YoY NEW(+$298.8K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.4K	QoQ +21.02% (+247) YoY NEW(+1.4K)	All Managers (Combined)	$297.6K	0.1% ($297.6K/$446.7M)	QoQ +20.46% (+$50.6K) YoY NEW(+$297.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$294.5K	0.1% ($294.5K/$446.7M)	QoQ NEW(+$294.5K) YoY NEW(+$294.5K)
DILLARD'S, INC.(DDScusip254067101)	800	QoQ -66.66% (-1.6K) YoY -66.66% (-1.6K)	All Managers (Combined)	$286.5K	0.1% ($286.5K/$446.7M)	QoQ -72.34% (-$749.7K) YoY -74.68% (-$845.4K)
INTEL CORP(INTCcusip458140100)	12.2K	QoQ -25.69% (-4.2K) YoY -38.32% (-7.6K)	All Managers (Combined)	$282.2K	0.1% ($282.2K/$446.7M)	QoQ -13.94% (-$45.7K) YoY -67.58% (-$588.2K)
TYSON FOODS, INC.(TSNcusip902494103)	4.3K	QoQ -8.90% (-423) YoY -23.82% (-1.4K)	All Managers (Combined)	$276.0K	0.1% ($276.0K/$446.7M)	QoQ +1.19% (-$3.3K) YoY -17.24% (-$57.5K)
(cusip464288646)✕	5.3K	QoQ 0.00% (+0) YoY -47.46% (-4.8K)	All Managers (Combined)	$275.6K	0.1% ($275.6K/$446.7M)	QoQ +1.29% (+$3.5K) YoY -46.34% (-$238.0K)
AT&T INC.(Tcusip00206R102)	9.7K	QoQ NEW(+9.7K) YoY -14.72% (-1.7K)	All Managers (Combined)	$275.2K	0.1% ($275.2K/$446.7M)	QoQ NEW(+$275.2K) YoY +37.02% (-$74.4K)
Walt Disney Co(DIScusip254687106)	2.8K	QoQ -0.96% (-27) YoY -35.45% (-1.5K)	All Managers (Combined)	$274.7K	0.1% ($274.7K/$446.7M)	QoQ -12.21% (-$38.2K) YoY -47.93% (-$253.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	483	QoQ -9.38% (-50) YoY -20.55% (-125)	All Managers (Combined)	$257.2K	0.1% ($257.2K/$446.7M)	QoQ +6.47% (-$15.6K) YoY +0.61% (-$1.6K)
MICRON TECHNOLOGY INC(MUcusip595112103)	2.9K	QoQ -5.81% (-178) YoY -26.45% (-1.0K)	All Managers (Combined)	$250.7K	0.1% ($250.7K/$446.7M)	QoQ -2.75% (-$7.1K) YoY -45.79% (-$211.8K)